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200 W. Merritt Island Cswy. Merritt Island, FL 32952

Phone:

  • 321-454-3398

Fax:

  • 321-986-8730

E-mail:

  • WealthManagement@RothFinancialGroup.com
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Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Videos

We have interesting videos for you to watch on my site.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

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Transcript

Newsletters

  • Avoiding Probate with a TOD Deed and TOD Account

    In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.

  • Balancing Life in the Sandwich Generation

    The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

  • Key Retirement and Tax Numbers for 2026

    This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

  • Don’t Take the Bait: Top Tax Scams in 2025

    As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

More Newsletters »

Calculators

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • Lease Payment

    How much would your monthly lease payment be?

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

  • Car Affordability

    How much can you afford to pay for a car?

More Calculators »

Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Roth Financial Group, BFCFS and BFC Planning, Inc. are independent entities.  Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.  We are registered to sell Securities in the following states: Arizona, California, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin.

Tax services are offered through Roth Financial Group.  BFCFS does not offer tax or legal advice.

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